Plan Snapshot
- Plan Sponsor: Group Health Cooperative Of South Central Wisconsin
- Sponsor EIN: 391199466
- Sponsor Address: 1265 JOHN Q. HAMMONS DR., MADISON, WI, 537171962
- Plan Type: DC
- Total Participants: 684
- Total Assets: $51.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 684 | $51.3M | $0 | $0 |
| 2023 | 687 | $50.2M | $0 | $0 |
| 2022 | 721 | $47.8M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MILLIMAN, INC. | Recordkeeper | $27,444 | — | $27,444 |
| FRANCIS INVESTMENT COUNCIL | Investment Advisor | $26,690 | — | $26,690 |
| CHARLES SCHWAB TRUST BANK | Recordkeeper | $8,849 | — | $8,849 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — Recordkeeper
- FRANCIS INVESTMENT COUNCIL — Investment Advisor
- CHARLES SCHWAB TRUST BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,983
- Estimated Expense Ratio: 0.123% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $62,983 | $26,690 | — | — | — |
| 2023 | $41,405 | $6,472 | — | — | — |
| 2022 | $39,196 | — | — | — | $39,196 |